李慧芬

新世界發展(0017.HK)

2015-04-30

新世界(00017.HK)合營注入酒店時機佳

 

 

新世界發展 (00017.HK) 將三間香港酒店注入與中東投資者組成合營,注入時機佳,可釋放價值。新世界發展以交易代價總額188億元,將旗下香港君悅酒店、萬麗海景酒店和尖沙咀凱悅酒店所擁有權益,注入與阿布扎比投資局旗下HIP成立各持股一半合營。新世界發展預計交易可錄得收益155億元,而且認為與HIP合作可創造協同效應,有助合營未來於酒店業開展收購行動,提升價值。主席鄭家純表示,是次交易有助改善集團財政狀況及利好整體發展,認為透過今次合作引入中東投資者,優於將酒店分拆上市。

 

新世界(00017.HK)將三酒店注入合營 可釋放價值

 

 

由於現時到港的自由行旅客下跌,令本港酒店行業開始進入下跌周期,交易可以釋放酒店業務價值,同時資金所得可以用於進一步投資本港地產。

 

建議投資者於9.80元左右買入新世界發展(0017.HK),目標14.20元。

 

(The above displayed are just writers’ own opinions and for readers’ reference only. Financial markets are volatile and please be careful of the risks.)NOTICE

Investment involves risk. It is as likely that losses will be incurred rather than profits made as a result of buying and selling investment and financial products. Before investment, you should be aware of all the risks involved and carefully consider your investment objectives, trading experience, and level of risk acceptance. If you have any question, please seek advice from an independent professional advisor.

  • WeChat
  • QQ